PORTFOLIO REVIEW

A Complimentary Portfolio Review – why do we offer it?

As a Fiduciary, we’re obligated to act in the best interests of our clients, and we rigorously adhere to that concept. We take that obligation one step further and offer an unbiased, and complimentary, portfolio review to non-clients as well.

No matter your situation – it never hurts to have another set of eyes to look over your investments. This could be very helpful as you review your current investing plan.

You’ll receive an easily understood report with:

  • A review of your asset allocation and how much of each asset class you own.

  • What you’re paying in costs and fees. Along with the management fees you’re paying, you should also know the underlying costs of the securities you hold. This is especially important regarding embedded, and often unseen, mutual fund fees.

  • An informed analysis of your overall portfolio and it’s condition or appropriateness for you.

Once we prepare your report, we’ll review it together and answer any questions you have. You’ll have a complete picture of where your investments stand with no obligation on your part to do anything else.

It’s easy to get started:

  • Give us a call at:  303-986-9110

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  • Click the button below to fill out the inquiry form and we'll be in touch